Connect Botbiz and Capsule CRM
Integrate Botbiz with Capsule CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Subscriber in Botbiz when New or Updated Project in Capsule-crm
Send WhatsApp Message via Botbiz when New or Updated Contact in Capsule CRM
Create Subscriber in Botbiz when New or Updated Opportunity in Capsule CRM
Send WhatsApp Message via Botbiz when New or Updated Opportunity in Capsule CRM
Get Subscriber from Botbiz when New or Updated Task in Capsule-crm
Popular Botbiz + Capsule CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Botbiz
When this happens...
- Request a new Trigger for Botbiz
Choose an action
Capsule CRM
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
Create Subscriber in Botbiz when New or Updated Project in Capsule-crm
Use this flowSend WhatsApp Message via Botbiz when New or Updated Contact in Capsule CRM
Use this flowCreate Subscriber in Botbiz when New or Updated Opportunity in Capsule CRM
Use this flowSend WhatsApp Message via Botbiz when New or Updated Opportunity in Capsule CRM
Use this flowGet Subscriber from Botbiz when New or Updated Task in Capsule-crm
Use this flowSend Template Message via Botbiz when New or Updated Opportunity in Capsule CRM
Use this flowGet Subscriber from Botbiz when New or Updated Users in Capsule-crm
Use this flowGet Subscriber from Botbiz when New or Updated Contact in Capsule CRM
Use this flowSend Template Message via Botbiz when New or Updated Contact in Capsule CRM
Use this flowGet Conversation from Botbiz when New or Updated Contact in Capsule CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Botbiz and Capsule CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
New or Updated Project
Triggers when a given action is performed on a Project.
New or Updated Task
Triggers when a given action is performed on a Task.
New or Updated Users
Triggers when a given action is performed on a user.
Do thisActions
Action is the task that follows automatically within your Botbiz integrations.
Send Template Message
Send template WhatsApp message to any mobile number.
Get Conversation
Get Conversation of particular subscriber.
Send WhatsApp Message
Send WhatsApp message to any mobile number.
Create Subscriber
Create a Subscriber/Contact.
Assign Labels To Subscriber
Assign multiple labels to Subscriber.
Get Subscriber
Get Subscriber Using subscriber Phone Number.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Botbiz
Botbiz is a platform that specializes in creating and managing chatbots for businesses. It offers tools and services to design, deploy, and optimize chatbots for various customer interaction needs, enhancing customer support and engagement.
Learn moreSimilar apps
About Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Botbiz and Capsule CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Botbiz and Capsule CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Capsule CRM. No coding required.
Yes. You can set up a workflow where Botbiz triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in Botbiz. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Botbiz and Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Botbiz and Capsule CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
